Position in MELI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$52,126,493
-$30,089,556 QoQ
Shares Held
30,148
-26.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MELI Over Time
Shares Held
Position Value (USD)
Derivatives in MELI
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$19,019,220
PutShares
11,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026CREDIT AGRICOLE S A holds $1,317,865,311 across 12 Internet Retail names. MELI ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
5,240,369 | $1,091,411,648 | |
| 2 | DASH |
DoorDash, Inc.
|
377,070 | $56,617,060 | |
| 3 | MELI |
Mercadolibre Inc
This page
|
30,148 | $52,126,493 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
349,762 | $43,881,138 | |
| 5 | PDD |
PDD Holdings Inc.
|
266,808 | $27,262,440 | |
| 6 | EBAY |
Ebay Inc
|
240,922 | $21,928,716 | |
| 7 | SE |
Sea Ltd
|
166,715 | $13,805,667 | |
| 8 | JD |
JD.com, Inc.
|
224,451 | $6,637,016 |
All Filings in MELI
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,019,220 | 11,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $52,126,493 | 30,148 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $82,216,049 | 40,817 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $9,064,170 | 4,500 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $4,673,879 | 2,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $103,601,218 | 44,332 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $33,984,153 | 17,420 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,084,882 | 7,695 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,519,005 | 6,101 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,464,339 | 5,759 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,421,242 | 940 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,937,707 | 1,233 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,072,983 | 1,635 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,319,445 | 1,958 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $5,492,355 | 4,167 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $176,017 | 208 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $5,077,440 | 6,000 | Call | Defined | 2023-02-13 | |
| 2022-09-30 | $172,178 | 208 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $4,966,680 | 6,000 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $2,948,070 | 4,629 | Shares | Defined | 2022-08-08 | |
| 2022-06-30 | $1,910,610 | 3,000 | Put | Defined | 2022-08-08 | |
| 2022-03-31 | $1,052,689 | 885 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $3,568,440 | 3,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $1,984,844 | 1,472 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,528,253 | 910 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $975,175 | 626 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $317,982 | 216 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $67,008 | 40 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||